Roth Financial Group, Merritt Island, Florida

Newsletters

HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want to rethink the timing and amount of their donations for 2025 and beyond.
HOT TOPIC: Trade Update: The Supreme Court Stepped In, but Many Tariffs Stand

This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.
Location, Location, Location: The Premium Parents Pay for Top Schools

Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.
Q&A on RMDs

Here are answers to some key questions about required minimum distributions.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.
Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.